✔️ Available (with limits) on all subscriptions
See "Feature access" below for more information.

What
Create custom fields to track, manage, and filter project, task, and client information that's unique to your business needs.
Why
  • Track and add key work data to increase visibility and streamline processes.
  • Capture all work to get a clear picture of what you (or your team) need to get done.
Who
  • Site admins (in the owner company) can create and manage all custom fields.
  • Site admins (in external companies), standard users, and client users with the profile permission to:
    • Manage custom fields (allows users to create and manage all custom fields from site settings)
  • Project admins can create and manage project-specific task custom fields from project settings on projects they're an admin on.
  • Standard users and client users with the project permission to:
    • Manage project's custom fields (allows users to create and manage project-specific task custom fields directly on tasks)
  • Client owners can create and manage client custom fields from Clients view.
When
Create a new field for each unique piece of client, project, or task data you need to track.
What
Create custom fields to track, manage, and filter project, task, and client information that's unique to your business needs.
Why
  • Track and add key work data to increase visibility and streamline processes.
  • Capture all work to get a clear picture of what you (or your team) need to get done.
Who
  • Site admins (in the owner company) can create and manage all custom fields.
  • Site admins (in external companies), standard users, and client users with the profile permission to:
    • Manage custom fields (allows users to create and manage all custom fields from site settings)
  • Project admins can create and manage project-specific task custom fields from project settings on projects they're an admin on.
  • Standard users and client users with the project permission to:
    • Manage project's custom fields (allows users to create and manage project-specific task custom fields directly on tasks)
  • Client owners can create and manage client custom fields from Clients view.
When
Create a new field for each unique piece of client, project, or task data you need to track.

Feature access

The number of custom fields you can create depends on your Teamwork.com subscription. These are combined limits across all custom field types (project, task, client).

Teamwork.com plan
Number of active custom fields
(across all field types - project, task, client)
Free Forever
2
Starter
2
Deliver (& Pro)
3
Grow (& Premium)
Unlimited
Scale (& Enterprise)
Unlimited
Teamwork.com plan
Number of active custom fields
(across all field types - project, task, client)
Free Forever
2
Starter
2
Deliver (& Pro)
3
Grow (& Premium)
Unlimited
Scale (& Enterprise)
Unlimited

Before you start

  • Custom fields are unique — you can't create multiple custom fields with the same name & type combination.
  • Client custom fields are available when Clients view is turned on in your site's settings. 

Create a custom field

Create custom fields from site settings.

  1. Click your profile icon in the Teamwork.com navigation menu.
  2. Select Settings from the pop-out menu.
  3. Switch to the Custom fields tab.
  4. Click Add in the relevant custom field panel (Clients, Projects, or Tasks). If there are existing custom fields, click Add Custom Field in the panel's top right.
     
    Image Placeholder
     
  5. Enter the custom field's title. This is the label that'll appear whenever the custom field is referenced. 
  6. Choose a custom field type (outlined in the table below).
    📝 If you choose "dropdown" or "status," enter at least two options to display in the corresponding field list.
  7. Field type
    Details
    Text
    Text format
    Number
    Whole number format
    Dropdown
    Color-coded list of options
    Status
    Color-coded custom statuses to reflect progress or phases.
    Date
    Date format with calendar date picker.
    URL
    Url format field for clickable links.
    Checkbox
    Single checkbox
    Field type
    Details
    Text
    Text format
    Number
    Whole number format
    Dropdown
    Color-coded list of options
    Status
    Color-coded custom statuses to reflect progress or phases.
    Date
    Date format with calendar date picker.
    URL
    Url format field for clickable links.
    Checkbox
    Single checkbox
  8. Set a description. This is optional but can help your team understand the field's purpose.
     
    Image Placeholder

  9. Click Save Field.

💡 Task custom fields can be locked to individual projects — turn on the project specific toggle when creating a task custom field and choose a project. Once created, these fields must be managed from the associated project's Settings area.

Another option...

Custom fields can also be managed from the relevant feature area on your site.
  • Clients view
  • Project options menu
  • Project's Table view

Edit a custom field

Edit custom fields from site settings.

  1. Click your profile icon in Teamwork.com's navigation menu.
  2. Select Settings from the pop-out menu.
  3. Switch to the Custom fields tab.
  4. Click the ellipsis (...) on a custom field's left in the relevant custom field panel.
  5. Select Edit.

    Image Placeholder

  6. Update the custom field's title or description.
    1. For dropdown and status custom fields, you can also add or remove, reorder, and change the colors associated with the list items.
      📝 An existing custom field's type cannot be changed.
  7. Click Update Field.

⚠️ If you delete an option in a dropdown or status field or change its text label, the original option is removed from items previously using it.

Delete a custom field

Delete custom fields from site settings.

  1. Click your profile icon in the Teamwork.com navigation menu.
  2. Select Settings from the pop-out menu.
  3. Switch to the Custom fields tab.
  4. Scroll to the relevant custom field panel (Clients, Projects, or Tasks).
  5. Click the ellipsis (...) on a custom field's left.
  6. Select Delete.



  7. Click OK in the confirmation window.

The custom field is deleted immediately and is no longer listed on items previously using it.

Best practices

  • Track the basics: Create custom fields for the data points most critical to your workflows.
  • Populate as you go: Share custom field requirements with your team and encourage them to fill them out as they create and manage work.
  • Guarantee visibility: Populate key details for projects, tasks, and clients from the outset so that anyone working with those items has all of the necessary information to hand.

Elevate

  • Reporting: Apply custom fields to projects, tasks, and clients, then report on those items based on custom field criteria.
  • Automation: Combine task custom fields with automationsYou don't need to update key details as tasks progress. Teamwork.com can do that for you.